Best Rich Pickings Fidelitys Asset Allocation Podcasts (2024)

1
The Investor’s Guide to China: Asia's bright spots (#32) 29:21

6d ago29:21

29:21

In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity’s Asia portfolio managers and how they play into the megatrends of artificial intelligence, the energy transition, and shifting supply chains. Marty Dropkin, Head of Equities, Asia Pacific, is joined by Monica Li, Fidelity International’s Director of Resear…

1
Fidelity Answers: Deconstructing active ETFs 36:22

1M ago36:22

36:22

Growing numbers of investors are turning to active ETFs. What’s behind this boom, and what role can they play in portfolios? Ben Moshinsky is joined by Stefan Kuhn, Fidelity International’s Head of ETF Distribution for Europe, Caroline Shaw, multi asset Portfolio Manager, and Andrew Craswell, Head of Client Relationship Management at Brown Brothers…

1
The Investor’s Guide to China: The renminbi effect (#31) 25:22

2M ago25:22

25:22

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months. Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against…

1
The Investor's Guide to China: Healthcare (#30) 33:50

3M ago33:50

33:50

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older. But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink …

1
Rich Pickings: The long-term themes challenging investors 41:35

4M ago41:35

41:35

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them. …

1
The Investor's Guide to China: Shareholder return (#29) 30:59

4M ago30:59

30:59

The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the velocity - of growth, investors are turning their attention to something more long-lasting: shareholder returns. Dividends and buybacks are moving up the agenda of regulators and companies in China, gen…

1
The long-term themes challenging investors 41:35

5M ago41:35

41:35

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grapp…

1
The Investor's Guide to China: Cities and migration (#28) 33:19

6M ago33:19

33:19

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking. In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, take y…

1
Rich Pickings: Asia and Latin America are reshaping the world for investors 39:40

7M ago39:40

39:40

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbou…

1
Asia and Latin America are reshaping the world for investors 39:40

7M ago39:40

39:40

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbou…

1
The Investor's Guide to China: China's bond market (#27) 29:59

7M ago29:59

29:59

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market. Investors focused on the stock market, and the challenges Chinese property developers are facing, have often overlooked …

1
Rich Pickings: Ready for a reset | Analyst Survey 2024 37:57

7M ago37:57

37:57

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the compa…

1
Ready for a reset: Analyst Survey 2024 37:57

7M ago37:57

37:57

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the compa…

1
Rich Pickings: What the lessons of 2023 can teach investors for the year ahead 39:56

9M ago39:56

39:56

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the investment stories of the year teach us about the year ahead? With additional contributions from Lee Sotos and Patrick Graham. See omnystudio.com/listene…

1
What the lessons of 2023 can teach investors for the year ahead 39:56

9M ago39:56

39:56

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the investment stories of the year teach us about the year ahead? With additional contributions from Lee Sotos and Patrick Graham. See omnystudio.com/listene…

1
The Investor's Guide to China: Transition materials (#26) 24:47

9M ago24:47

24:47

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, explore the critical role of transition materials — minerals and elements, such as lithium, cobalt, and nickel, that are essential to developing and deploying clean energy technologies. Demand for these materials around the world continues to g…

1
Send your questions for our December special! 0:47

9M ago0:47

0:47

Just a reminder that you still have time to submit your questions to our investment team for our Christmas special. You have until Friday 1st December to send your questions to editorial@fil.com. We look forward to hearing from you! See omnystudio.com/listener for privacy information.By Fidelity International

1
Rich Pickings: Outlook 2024 - Four ways forward 55:07

10M ago55:07

55:07

Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidelity's investment teams are watching for 2024. With additional contributions from Fidelity's Chief Sustainability Officer Jenn-Hui Tan, Head of European…

1
Outlook 2024: Four ways forward 55:07

10M ago55:07

55:07

Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidelity's investment teams are watching for 2024. With additional contributions from Fidelity's Chief Sustainability Officer Jenn-Hui Tan, Head of European…

1
The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25) 30:39

11M ago30:39

30:39

In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Louis-Vincent Gave, the founder and CEO of Gavekal, a leading independent provider of global investment research. They tackle questions from the development of China’s AI landscape and what it means for the country’s youth unemp…

1
Rich Pickings: Higher rates - is the transmission mechanism broken... or just delayed 35:03

11M ago35:03

35:03

Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working. With additional contributions from Multi Asset Portfolio Manager Ca…

1
Higher rates: is the transmission mechanism broken... or just delayed? 35:02

11M ago35:02

35:02

Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working. With additional contributions from Multi Asset Portfolio Manager Ca…

1
The Investor's Guide to China: Japanification (#24) 42:00

11M ago42:00

42:00

When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or an ageing population—you quickly realise Japan has been through a lot of the same challenges. What can we learn from Japan’s experiences? Is there a policy playbook there for how to respond to similar economic …

1
Rich Pickings: Challenging the narrative on recession, inflation and rates 40:32

1y ago40:32

40:32

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look at what the destocking trend in the chemicals sector…

1
Challenging the narrative on recession, inflation and rates 40:32

1y ago40:32

40:32

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look at what the destocking trend in the chemicals sector…

1
Fidelity's CIO on US inflation and China's recovery 16:55

1y ago16:55

16:55

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss how investors should interpret the latest inflation data from the US, and what investors might have missed from China's recovery story. See omnystudio.com/listener for privacy information.By Fidelity International

1
The Investor's Guide to China: De-dollarisation (#23) 34:51

1y ago34:51

34:51

When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades, some subtle shifts have started playing out among the currencies of major economies. Rising geopolitical tensions and the changing structure of global trade are prompting some countries to …

1
ESG Analyst Survey: Mind the gap 26:10

1y ago26:10

26:10

There is a big gap between the action needed to deliver net zero and what the corporate world is currently doing, according to Fidelity’s third annual survey of our analysts on ESG issues. Host Richard Edgar is joined by Head of Fixed Income Research Gita Bal and portfolio manager DJ Phadnis to dig through the results and what they mean for the wor…

1
The Investor's Guide to China: China Consumer (#22) 37:52

1y ago37:52

37:52

China’s economic rebound hasn’t been as strong as many anticipated. But then, it’s not that surprising, as no one was expecting any major stimulus like in previous cycles, such as the global financial crisis. However, the Chinese consumer was really the one that was expected to underpin and power this recovery. At the beginning of June, Fidelity’s …

1
Private Credit: What role could it play in traditional portfolios? 29:19

1y ago29:19

29:19

With the shifting fortunes of economies, what role could Private Credit play in traditional portfolios? Richard Edgar is joined by Fidelity’s Head of Private Credit Strategies, Michael Curtis, and Portfolio Managers Camille McLeod-Salmon and Marc Preiser to discuss what investors can expect from the market in future. With additional contributions f…

1
Fidelity's CIO on the Fed's pause and what comes next 17:50

1y ago17:50

17:50

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the Federal Reserve's decision to pause its interest rate hikes, for now, and what might come next. Opening clip: Jerome Powell, Chair of the Federal Reserve See omnystudio.com/listener for privacy information.…

1
Bioacoustics: Bonus interview with Dr Doug Gurr 15:27

1+ y ago15:27

15:27

Dr Doug Gurr, Director of London's Natural History Museum, joins Richard Edgar to discuss the urgency of tackling biodiversity loss and what the financial community can do to help. See omnystudio.com/listener for privacy information.By Fidelity International

1
Bioacoustics: Could sound solve biodiversity's data deficit? 22:13

1+ y ago22:13

22:13

How do you measure biodiversity? From the forests of Borneo, with the help of a pioneering team of scientists, Fidelity have followed a project to explore if sound recordings - layered with artificial intelligence - could help to solve biodiversity's data issue. Analyst Minlin Lee travelled to Indonesia to see, and hear, the data gathering in actio…

1
The Investor’s Guide to China: Decarbonising China (#21) 32:44

1+ y ago32:44

32:44

2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030 and be net zero by 2060. Then at COP26 in Glasgow, over 100 countries pledged to cut greenhouse gas emissions and eliminate deforestation. But that appeared to come to a screeching halt when the w…

1
Rich Pickings podcast: Preparing portfolios for climate risks 45:23

1+ y ago45:23

45:23

What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroli…

1
Preparing portfolios for climate risks 45:23

1+ y ago45:23

45:23

What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroli…

1
Three long-term trends our CIO is watching closely 18:34

1+ y ago18:34

18:34

Over the last 18 months we've thrown crisis after crisis at our CIO, but this month we're letting Andrew McCaffery tell us the long term trends he's watching. Richard Edgar hosts. See omnystudio.com/listener for privacy information.By Fidelity International

1
Fidelity's CIO on the recent banking turmoil and what's next 17:19

1+ y ago17:19

17:19

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the recent banking turmoil, what central banks might do next, and what it all means for the recession outlook. See omnystudio.com/listener for privacy information.By Fidelity International

1
The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20) 34:09

1+ y ago34:09

34:09

Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions between China and the US. Now, as China reopens and supply chains adjust, how will the ‘Chip War’ affect the future of the global tech hardware industry, and ultimately the prices of thousands of type…

1
The wider implications of the UBS/Credit Suisse merger 7:04

1+ y ago7:04

7:04

Following the takeover of Credit Suisse by UBS, Richard Edgar is joined by senior analyst Federico Wynne to discuss how we got here and what might emerge over the weeks ahead. See omnystudio.com/listener for privacy information.By Fidelity International

1
Rich Pickings: Looking for cracks in the system after SVB 35:39

1+ y ago35:39

35:39

After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economist, and Gita Bal, Global Head of Fixed Income Research, to discuss the fallout and whether it could be enough to force a rethink at the Federal Reserve. Asia Economist Peiqian Liu also joins Richard to…

1
Looking for cracks in the system after SVB 35:38

1+ y ago35:38

35:38

After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economist, and Gita Bal, Global Head of Fixed Income Research, to discuss the fallout and whether it could be enough to force a rethink at the Federal Reserve. Asia Economist Peiqian Liu also joins Richard to…

1
Fidelity's CIO on what next for China and what investors might have missed 14:11

1+ y ago14:11

14:11

China’s reopening has spurred a rebound in the economy and in markets. But how should investors position for what comes next? Richard Edgar is joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss this, and what markets might have previously missed. You can read more about the topics discussed in the podcast here. Listen …

1
Trade Offs | Bunge: The Analysis 40:23

1+ y ago40:23

40:23

Bunge is one of the world's biggest agriculture commodity businesses. Linking farmers with customers is a complex job. But doing it sustainably? Bunge's CEO Greg Heckman explains how he's approaching that challenge, and the the choices he's faced as chief executive, in his interview with Ned Salter, Global Head of Investment Research. Hear about th…

1
Trade Offs | Bunge: The Interview 30:14

1+ y ago30:14

30:14

From farmers to customers, agriculture commodities powerhouse Bunge works with thousands of stakeholders along vast value chains. Its scale means influence - so how is it responding to calls for greater sustainability in the crops it distributes? How is it managing the cost of increased ESG oversight? In this final episode of the series, recorded i…

1
Trade Offs | Serco: The Interview 30:51

1+ y ago30:51

30:51

Keeping profits, social responsibility, and public relations on an even keel is no mean feat when you're a government contractor. UK services company Serco employs tens of thousands across the world in areas as diverse as defence, justice, and healthcare. Rupert Soames joined Serco as chief executive in 2014 and completed his tenure at the end of 2…

1
Trade Offs | Serco: The Analysis 41:21

1+ y ago41:21

41:21

Managing and looking after people is core to a government services company like Serco. And the risk management that goes with such work demands a very different approach. In this episode of Trade Offs Fidelity's investment team use highlights from the interview with Serco's former Chief Executive Rupert Soames to illustrate how investors should be …

1
Rich Pickings: Light at the end of the tunnel | Analyst Survey 2023 36:38

1+ y ago36:38

36:38

Just how confident do CEOs feel about the year ahead? Do they really expect earnings to grow? Is reaching net zero still a priority? For answers to these questions (and many more), we’ve asked 152 of Fidelity International’s investment analysts for their views – and brought it all together into the annual Analyst Survey. Fiona O'Neill, Head of Stra…

1
The Investor's Guide to China: China's reopening and supply chains (#19) 29:50

1+ y ago29:50

29:50

After three years, China has dropped its zero-Covid policy, and 2023 has brought a sharp rebound in activity. Road traffic, hotel bookings and many other indicators are approaching or even exceeding their 2019 levels. It's clearly good news for the economy but what does China’s reopening mean for regional and global supply chains? In the short term…

1
Light at the end of the tunnel: Analyst Survey 2023 36:37

1+ y ago36:37

36:37

Just how confident do CEOs feel about the year ahead? Do they really expect earnings to grow? Is reaching net zero still a priority? For answers to these questions (and many more), we’ve asked 152 of Fidelity International’s investment analysts for their views – and brought it all together into the annual Analyst Survey. Fiona O'Neill, Head of Stra…

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Rich Pickings Fidelitys Asset Allocation Podcasts

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